SourcingSourcing

KEYSTONE CAPITAL MANAGEMENT, LP

C20
CRD 314798·SEC 801-121617·CHICAGO, IL
AUM
$1.55B
$1B+
Est. Revenue
$15.5M
@ 1% on AUM
Est. EBITDA
$4.7M
@ 30% margin
Est. Deal Value
$37.2M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
KEYSTONE CAPITAL MANAGEMENT, LP
CRD
314798
SEC file #
801-121617
EIN
—
DBA names
Keystone Capital

Economics

AUM
$1.55B
AUM band
$1B+
AUM trajectory
'22'26
$420.0M → $1.55B▲ +269%
Client mix
Pooled Investment Vehicles4

Operations

Employees (total)
32
Advisory staff (per ADV)
28
Advisory staff (5-yr trend)
'22'26
16 advisors → 28 advisors▲ +75%
Primary office
CHICAGO IL
Branches
—

Custodian & Brokerage

Primary custodian
Folio Institutionalmedium confidence
Services offered
Portfolio mgmt — pooled vehiclesOther Advisory Services
Fee basis
% of AUMPerformance-based feesOther Compensation

Filings

Latest ADV filing
03/13/2026
ADV-W filed at
—
Website
keystonecapital.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
GWILLIAM, SCOTT, LINCOLN
Top Owner Pct
37.5
Top Owner Entity Kind
I
Owner Count
5
Control Persons
GWILLIAM, SCOTT, LINCOLN
KENT P. DAUTEN TRUST DATED
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
KEYSTONECAPITAL.COM
Rdap Domain Creation Date
1999-12-15T23:15:18Z
Rdap Firm Age Years
27
Rdap Firm Age Band
20+y
Rdap Registrar
Network Solutions, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
Yes
Form 5500 Plan Count
1
Form 5500 Total Participants
4,362
Form 5500 Compensation Trajectory 3y
20240
Form 5500 Plan Count Trajectory 3y
20241
Schedule C Service Provider Rows
1

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (14)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Window
Folio Institutional1
Full
E*trade4
Folio Institutional1
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2030-12-15T23:15:18Z
Rdap Domain Last Changed
2025-10-16T06:19:51Z
Rdap Nameservers
Ns81.worldnic.comNs82.worldnic.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Top Owner CRD
7355125
Trust Company Affiliate
No

People (3)

3
GWILLIAM, SCOTT, LINCOLN
Direct Owner · 37.5%
7355125
DAUTEN, KENT, PAUL
Executive Officer · 2.5%
6631645
PERRY, KATIE, ELIZABETH
Executive Officer · 2.5%
6788925